Institutional Ownership Schwab Strategic Tr Us Large C (SCHG)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG). We have compiled data on the 1,603 institutions that hold shares in the stock, with a total of 815 Million shares, which have been reported (via 13F filing form) to have a value of $25.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
27,435
shares
|
$853,502
0.15% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
27,389
shares
|
$852,071
0.31% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
27,296
shares
|
$849,178
0.01% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
27,260
shares
|
$848,058
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
27,219
shares
|
$846,783
0.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
27,121
shares
|
$843,734
0.64% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
27,007
shares
|
$840,187
0.11% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
26,995
shares
|
$839,814
0.47% of portfolio
|
Q1 2023
Added 0.11%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
26,926
shares
|
$837,667
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
26,899
shares
|
$836,827
0.02% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
26,875
shares
|
$836,081
0.06% of portfolio
|
Q2 2025
Added 31.6%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
26,848
shares
|
$835,241
0.08% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
26,600
shares
|
$827,526
0.02% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
26,515
shares
|
$824,881
0.05% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
26,467
shares
|
$823,388
0.22% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
26,439
shares
|
$822,517
0.03% of portfolio
|
Q3 2023
Reduced 5.48%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
26,405
shares
|
$821,459
0.36% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
26,380
shares
|
$820,681
0.35% of portfolio
|
Q2 2025
Added 61.89%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
26,379
shares
|
$820,650
0.31% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
26,336
shares
|
$819,312
0.03% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
26,154
shares
|
$813,650
0.0% of portfolio
|
Q2 2025
Reduced 84.03%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
26,098
shares
|
$811,908
0.28% of portfolio
|
Q2 2025
Reduced 2.91%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
26,073
shares
|
$811,131
0.58% of portfolio
|
Q2 2025
Added 21.51%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
26,025
shares
|
$809,637
0.37% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
26,012
shares
|
$809,233
0.01% of portfolio
|
Q1 2025
Reduced 11.74%
|